TWP

Tower Wealth Partners Portfolio holdings

AUM $182M
1-Year Est. Return 14.32%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$98.7M
AUM Growth
+$3.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
53
New
Increased
Reduced
Closed

Top Buys

1
+$716K
2
+$595K
3
+$434K
4
UPS icon
United Parcel Service
UPS
+$332K
5
ADP icon
Automatic Data Processing
ADP
+$225K

Top Sells

1
+$1.05M
2
+$722K
3
+$382K
4
MDT icon
Medtronic
MDT
+$232K
5
MMM icon
3M
MMM
+$225K

Sector Composition

1 Technology 4.04%
2 Consumer Discretionary 2.93%
3 Financials 2.15%
4 Utilities 2.05%
5 Energy 1.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-1,849
52
– –
-1,537
53
– –
-3,755
1 2
3